Recording donations and transactions against a contact to build a full giving history.
Payments let you record donations and transactions against a contact, so you have a full giving history in one place.
Adding a payment
Open a contact’s profile and click Add payment.
| Field | Notes |
|---|---|
| Amount | Required |
| Currency | Defaults to GBP |
| Status | |
| Date | When the payment was received |
| Payment method | |
| Tax relief eligible | Flag if the donation qualifies for Gift Aid |
| Acknowledgement | Personalised thank-you preferences |
| Fundraising activity | Optionally link this payment to a campaign or event |
Viewing payments
Payments appear in the Payments section of a contact’s profile.
Payment statistics
Gift Aid
If a payment is marked as Gift Aid eligible, it can be included in a Gift Aid claim. See the Gift Aid section for more detail.